While a full economic recovery everywhere in the world won’t be easy to achieve, we’re already well on our way. To help you plan your own journey in the year ahead, I encourage you to read our Outlook for 2021.

It is full of actionable insights into what is happening across the globe, and it explains the five big forces likely to shape the global economic recovery and your portfolios in 2021.

We also discuss the key risks we see ahead, reaffirm our belief that certain megatrends have the potential to outperform significantly, and share some of our favorite trade ideas.

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